See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,318 | $202,318-80.1% | $172,739-76.7% | $152,861-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.75% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,531 | $5,856-56.8% | $5,143-50.8% | $4,762-46.9% |
| Participant deferral / active EE | $10,348 | $5,948+74.0% | $5,198+99.1% | $5,850+76.9% |
| Admin fee / account holder | $4,023 | $17,109-76.5% | $13,954-71.2% | $11,596-65.3% |